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 Overview

You can save changes to the current setting or the Standard setting as a new setting. The new setting can be saved as a public or private setting. You can also save the new setting as the default setting.

Note Settings are global across all companies.

To save a new setting

1. Select Business Insights Explorer menu, and then select a view.

2. In the Business Insights Explorer window, make changes to the current setting. Save the setting by clicking the Save button on the Business Insights Explorer toolbar.
   
   If the current setting is the Standard setting, the Save Setting As window appears. Changes cannot be saved to the Standard setting.
   
   If the current setting is a setting other than the Standard setting, all changes can be saved to a new setting by selecting the File menu > Save Setting As. The Save Setting As window appears.

3. In the Save Setting As window, in the Name field, enter the new name for the setting and select whether to save the setting as a public or private setting. A public setting is available to all users. A private setting is available only to you. For more information, see Save Setting As – Fields.

4. Click OK.

A new setting is saved.

Note If you selected the Prompt to Save Changed Setting check box in the Options window (accessed by selecting Tools menu > Options), you are prompted to save changes to the current setting when navigating to another view or when closing the Business Insights Explorer window.

To save the new setting as the default setting, click the Default Setting button on the Business Insights Explorer toolbar.

To revert the current setting back to its last saved state, click the Reset Setting button on the Business Insights Explorer toolbar.

To delete the current setting, click the Delete Setting button on the Business Insights Explorer toolbar.

Note The Standard setting cannot be deleted.